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Instuitional Investor - Centric Wealth Management

Fund Profile
Filing Period:
Fund Name: Centric Wealth Management
Portfolio Value $126,892,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. UPS 421,795 $49,375 39.26%
2.
Spdr Series Trust
59,715 $2,321 1.84%
3. IAU 145,665 $2,112 1.67%
4. LLY 14,836 $1,950 1.55%
5. FNDF 42,346 $1,946 1.54%